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1993-01-18
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VIANSOFT(R) Church Treasurer Notes
These notes are a supplement to the User's Manual for the latest
version of the program which is included on the Tutorial-Trial
Disk.
If you are updating your program from an earlier version and do not
have a copy of the current manual, you may print it from the
Tutorial-Trial Disk using the install program.
The following information includes the latest additions/changes to
the User's Manual. They include the following:
. Print expense checks (see check ordering
information at the end of the notes)
. Printing to a disk file
. Printing Reports to Screen: Display next
report screen (on monitor)
. Transferring Funds within the same Bank
Account
. List of saved "Payable to" names and
addresses (when using the expense check
printing feature)
. Date format: Change date format to day-
month-year
. Change currency unit ($)
. Expanded translate to include transaction
information
PRINT EXPENSE CHECKS
The Print Expense Check feature allows you to
print a check after entering the expense on
the Enter Expense screen. This feature can be
installed when you want to use it. The default
setting is OFF.
Installing the Print Expense Check Feature
Select the U)tilities Menu (from the Main
Menu).
Select I)nstall (from the Utilities Menu).
Type P (for Print Check after Expense Entry).
VIANSOFT(R) Church Treasurer 1
VIANSOFT(R) Church Treasurer Notes
Print Check after Expense Entry is now ON.
There are three additional options displayed
on the screen:
T)ype of Printer Paper feed (press T to
toggle):
Continuous (for check with pin feed,
normally used on a dot matrix printer)
(default).
Single (Laser) (for checks on a single
page, normally used on a laser printer,
ink jet or dot matrix with single sheet
feeding capabilities)
C)heck Style (press C to toggle):
Standard (for check style without voucher
- NEBS stock number 9011, 9031, 9084)
(default)
Voucher (for check style with voucher -
NEBS stock number 9005, 9209)
(See below for check ordering
information.)
A)uto Save Addresses (press A to toggle):
OFF - (default) Selectively store "Payable
to" addresses.
ON - Automatically store all "Payable to"
addresses.
Print Expense Check installation is complete.
Type q (for Quit) to return to the Utilities
Menu.
Type q (for Quit) to return to the Main Menu.
Using the Print Expense Check feature
Enter expenses normally (refer to the User's
Manual for details).
NOTE: To display a previously saved "Payable
to" address on the Print Expense Check
screen, the "Payable to" name must be
VIANSOFT(R) Church Treasurer 2
VIANSOFT(R) Church Treasurer Notes
typed on the Enter Expense screen using
the same characters each time the name
is typed (see "Payable to" Addresses
below for more information).
After entering your expense on the Enter
Expense screen, press <Esc> (or <Ctrl>q) to
Quit.
The Print Expense Check screen is displayed on
the monitor.
The following information is displayed on
the screen:
. The check number
. Date
. "Payable to" name (in two places)
. Check amount (numeric and in words)
NOTE: The information listed above cannot be
edited on this screen. To edit this
information, you press <Ctrl>e (for Edit
Expense) to go back to the Enter Expense
screen.
"Payable to" Addresses
The cursor is positioned to the left of
the line where you will type the first
line of the "Payable to" address. Type the
"Payable to" address (three lines of 30
characters per line maximum), pressing
<ENTER> after typing each line.
NOTE: If the "Payable to" address has
previously been saved (Selectively or
Automatically), it will already be
displayed on the screen. You may edit
the "Payable to" address information on
this screen. Saving an edited "Payable
to" address will replace old address
information with the new information.
For the computer to display a previously
saved address, the "Payable to" name
must be typed exactly the same way as it
was previously saved.
VIANSOFT(R) Church Treasurer 3
VIANSOFT(R) Church Treasurer Notes
Memo Field:
The default information displayed in this
field is what you typed in the Comment
field on the Enter Expense screen.
NOTE: The memo information may be edited on
this screen (one line, 30 characters
maximum). If you edit the memo
information on the Print Expense Check
screen, it will not change the
information in the Comment field of the
Enter Expense screen.
Press <ENTER> to move the cursor to the
Number of line feeds before printing
field.
Number of line feeds before printing:
A number from zero to 66 may be typed in
this field (default is 2).
Once the correct number of line feeds
before printing the first information on
the check is determined based on your
printer, you will not have to adjust it.
You should experiment by printing a sample
on paper. Check to see if the information
lines up correctly by comparing the
printed paper with the actual check.
Adjust the number in this field
accordingly to correctly position the
printed information.
Printing Expense Check Screen Options
Ctrl-P)rint Check
If you wish to print the check with the
information displayed on the Print
Expenses Check screen, press <Ctrl>p to
print the check. Printer should be set,
ready to print the check.
NOTE: If you have selected Single (Laser)
paper feed and your check style is
Standard, one check will print at a
time. After printing a check, tear it
off and refeed the partial page through
the printer to print the next check.
VIANSOFT(R) Church Treasurer 4
VIANSOFT(R) Church Treasurer Notes
Ctrl-E)dit Expense
To return to the Enter Expense screen to
edit Expense information, press <Ctrl>e.
After editing the Expense information, you
will return to the Print Expense Check
screen that will include any edited
information.
Ctrl-S)ave Address
This option is displayed on the screen
only if the Auto Save Addresses is OFF. If
Auto Save Addresses is ON, the address
will be saved automatically (see
Installing the Print Expense Check feature
in this note).
When you press <Ctrl>s, you indicate that
you want to save the "Payable to" address
information displayed on the Print Expense
Check screen when you press <Esc> (or
<Ctrl>q) to quit.
Ctrl-Q)uit
When you press <Ctrl>q, the expense
transaction will be posted.
If the Auto Save Addresses toggle is on,
or you have selected to save the address
(by pressing <Ctrl>s from the Print
Expense Check screen), the computer will
look to see if the "Payable to" name is
listed in the data files (PAYTO.DAT and
PAYTO.XPT). If it is listed, it will
update the address if it is different from
the previously saved address. If it is a
new "Payable to" address, it will add the
name and address to the data files.
NOTE: If you do not want this expense to be
recorded and posted, you must press
<Ctrl>e to return to the Enter Expense
screen and set all amount fields to
zero.
(Also see "Payable To List" in this note.)
VIANSOFT(R) Church Treasurer 5
VIANSOFT(R) Church Treasurer Notes
PRINTING TO A DISK FILE
All print functions now give you three choices
for your output: Printer, Screen or File. The
new File option will send output to a disk
file of your choice instead of to the printer.
The contents of the report will be exactly the
same as it would have been if it had been sent
to the printer.
Using the new Print to File option
When you see:
Output to: P)rinter S)creen F)ile Q)uit
Press f (for File)
File name for output (Q to quit) REPORT.TXT_____
REPORT.TXT is the default data file for
printed output. It will be put in the same
subdirectory or disk that contains your
program files.
NOTE: If you are working with floppy disks, DO
NOT change disks. Put the print file on
your program disk and then transfer it
after you have typed q (for quit) to
exit the Church Contribution System. Do
not put any print files on your data
disk or you may run out of disk space.
Be sure to remove print files when you
are finished to keep disk space free.
If you want to change the name of the print
file, retype it, otherwise, just press
<ENTER>.
The report will be generated and the program
will display a message when the report is
complete. Press <ENTER> to continue.
PRINTING REPORTS TO SCREEN
You may now press <ENTER> or the letter c (for
Continue) to display the next report screen.
TRANSFERRING FUNDS WITHIN THE SAME BANK ACCOUNT
Example: Transfer $300 from General Operations
(1000) to Building Fund (2000)
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VIANSOFT(R) Church Treasurer Notes
From the Enter Transactions Menu, select
Income (I), Enter (F2).
Total Amount: 0.00
Comment: Transfer (1000 to 2000)
Code Description Amount
1000 Gen Op -300.00
2000 Building Fnd 300.00
Note: If you wish to quit the Enter Income
screen without posting anything, be sure
ALL amounts are 0 (zero), not just the
Total Amount.
PAYABLE TO LIST
A list of payable to names and addresses that
have been saved when using the print expense
check feature can be printed.
From the Main Menu, select the Reports Menu.
From the Reports Menu, select R (for Payable
To List).
Note: To have the Payable To List display on
the Reports Menu, the Print Check after
Expense Entry must be ON. This is done
from the Install screen of the Utilities
Menu (see Installing the Print Check
Feature in this note).
Output to: Printer Screen File Quit
Select one of the options on the screen.
The report will include all of the saved names
and addresses arranged in alphabetical order
(by name) as it was entered on the Enter
Expense screen.
DATE FORMAT
To change date format to day-month-year, start
the program by typing (at the prompt where the
program is located):
ct dmy
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VIANSOFT(R) Church Treasurer Notes
NOTE: If you are also using a different
currency unit character, use the
following example to start the program:
ct dmy $x
CHANGE CURRENCY UNIT (For International Customers)
To change the currency unit from $ to any
other printable character, start the program
by typing the $ followed by the character you
wish to replace it with. For example, to
change the $ to the letter x, start the
program by typing the following at the prompt
(>):
ct $x
NOTE: If you are also using the day-month-year
date format, use the following example
to start the program:
ct dmy $x
EXPANDED TRANSLATE UTILITY
In the Utilities Menu chapter under the
heading TRANSLATE MENU, after Step 1, select
which file you wish to translate (item code or
transactions).
The item code file contains year-to-date
information about each of the Budget
Item/Categories, Report Groupings and Funds
(see the User's Guide for a list of the item
code fields).
The transaction file contains detail about
each transaction entered for a specific Bank
Account year-to-date.
NOTE: The Bank Account is selected from the
Main Menu.
When you select to translate the transaction
file, type the letter of the items you want
included from the list on the screen.
The list includes:
T)ransaction type (see Appendix E in the
User's Manual for codes)
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VIANSOFT(R) Church Treasurer Notes
E)ntry date
P)osting date
C)heck number
A)mount
Y) Payable to
I)tem code
M) Comment
Note: The file containing the translated
information will be arranged in the
order it appears on the choice screen
(Transaction type, Entry date, Posting
date, etc.).
Press <Enter> when the list is complete.
Note: Leaving the choice field blank will
return you to the Utilities Menu.
Type the name of the file to send to (the
default file displayed on the screen is the
current Bank Account name with the extension
.ASC). <Enter>
Select format for data (refer to the screen).
Type c (for Carriage Return) or q (for
Quotes).
Information being sent to disk file. Press any
key to stop (to stop before end of
translation).
Field types:
T)ransaction type - Text
E)ntry date - Text
P)osting date - Text
C)heck number - Numeric
A)mount - Numeric
Y) Payable to - Text
I)tem code - Numeric
M) Comment - Text
VIANSOFT(R) Church Treasurer 9
VIANSOFT(R) Church Treasurer Notes
Check Ordering Information
We are pleased to announce that we are participating in the New
England Business Supply (NEBS) "Perfect Partners" program.
NEBS will be sure that the checks you order have been tested with
the VIANSOFT(R) Church Treasurer.
Call NEBS at 1-800-388-3810 and specify the mail code number 10055.
This number will identify you as a VIANSOFT(R) customer.
You can request free samples from NEBS or obtain help in ordering
by calling the 800 number above.
VIANSOFT(R) Church Treasurer 10
